PM-MCP (Portfolio Management MCP Server)

from __future__ import annotations from typing import List, Optional, Tuple import os import matplotlib from mcp_server.config import PRESENT_MPL_STYLE, IMAGE_OUTPUT_DIR matplotlib.use('Agg') import matplotlib.pyplot as plt import yfinance as yf try: plt.style.use(PRESENT_MPL_STYLE) except Exception: pass def _ensure_colors(n: int, colors: Optional[List[str]]) -> List[str]: if colors and len(colors) >= n: return colors[:n] base = [ "#1f77b4", "#ff7f0e", "#2ca02c", "#d62728", "#9467bd", "#8c564b", "#e377c2", "#7f7f7f", "#bcbd22", "#17becf", ] if n <= len(base): return base[:n] out: List[str] = [] i = 0 while len(out) < n: out.append(base[i % len(base)]) i += 1 return out def _plot_ma(ax, series, windows: Tuple[int, ...], color: str): for w in windows: if w <= 1 or w >= len(series): continue ma = series.rolling(w).mean() ax.plot(series.index, ma, color=color, alpha=0.35, linewidth=1, label=f"MA{w}") def render_price_chart( ticker: str, days: int = 90, out_dir: str = IMAGE_OUTPUT_DIR, color: Optional[str] = None, yscale: str = "linear", ma_windows: Tuple[int, ...] = (20, 50), figsize: Tuple[float, float] = (6, 3), grid_alpha: float = 0.3, ) -> str: os.makedirs(out_dir, exist_ok=True) hist = yf.download(ticker, period=f"{days}d", interval="1d", progress=False, auto_adjust=True) fig, ax = plt.subplots(figsize=figsize) if not hist.empty: ax.plot(hist.index, hist["Close"], label=ticker, color=color or "#1f77b4") if ma_windows: _plot_ma(ax, hist["Close"], ma_windows, color or "#1f77b4") ax.set_title(f"{ticker} - {days}D Close") ax.set_yscale(yscale if yscale in ("linear", "log") else "linear") ax.grid(True, alpha=grid_alpha) ax.legend(loc='upper left') fname = f"{ticker}_{days}d.png" fpath = os.path.join(out_dir, fname) plt.tight_layout() fig.savefig(fpath, dpi=150) plt.close(fig) return fpath def render_multi_price_chart( tickers: List[str], days: int = 90, out_dir: str = IMAGE_OUTPUT_DIR, colors: Optional[List[str]] = None, yscale: str = "linear", ma_windows: Tuple[int, ...] = (), figsize: Tuple[float, float] = (7, 3.5), grid_alpha: float = 0.3, ) -> str: os.makedirs(out_dir, exist_ok=True) fig, ax = plt.subplots(figsize=figsize) cols = _ensure_colors(len(tickers), colors) for i, t in enumerate(tickers): hist = yf.download(t, period=f"{days}d", interval="1d", progress=False, auto_adjust=True) c = cols[i] if not hist.empty: ax.plot(hist.index, hist["Close"], label=t, color=c) if ma_windows: _plot_ma(ax, hist["Close"], ma_windows, c) ax.set_title(f"{','.join(tickers)} - {days}D Close") ax.set_yscale(yscale if yscale in ("linear", "log") else "linear") ax.grid(True, alpha=grid_alpha) ax.legend(loc='upper left', ncol=3, fontsize=8) fname = f"multi_{'_'.join(tickers)}_{days}d.png" fpath = os.path.join(out_dir, fname) plt.tight_layout() fig.savefig(fpath, dpi=150) plt.close(fig) return fpath